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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,305 | $168,635-6.1% | $147,617+7.2% | $125,389+26.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.05% | 77.65%-76.6pp | 61.98%-60.9pp | 282.24%-281.2pp |
| Employer contribution / active EE | $9,543 | $6,252+52.6% | $5,564+71.5% | $4,866+96.1% |
| Participant deferral / active EE | $5,683 | $5,507+3.2% | $4,895+16.1% | $5,352+6.2% |
| Admin fee / account holder | $26,410 | $13,580+94.5% | $11,612+127.4% | $9,541+176.8% |